Avantax Advisory Services’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
Other funds holding APO
NPT
Avantax Advisory Services's APO Position: Q2 2025 in Review
Avantax Advisory Services reduced its Apollo Global Management (APO) stake by 9.5% in Q2 2025, selling an estimated $156K and leaving 11,284 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #911.
Avantax Advisory Services first reported a position in APO in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.38M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold APO as of Q2 2025.
- Avantax Advisory Services held 11,284 shares of Apollo Global Management worth $1.6M as of Q2 2025.
- Avantax Advisory Services sold 1,178 Apollo Global Management shares in Q2 2025, an estimated $156K.
- Apollo Global Management made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #911 holding.
- Avantax Advisory Services first reported a position in Apollo Global Management in Q1 2024 and has held it in 6 quarters since.
- Avantax Advisory Services's Apollo Global Management position peaked at $2.38M in Q1 2024.
- 1,139 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.